11:00am

The entire Baby Boom Generation will reach the age of 70 between now and 2034. The oldest Boomer couple enjoys an average life expectancy of 20 years and the youngest Boomer couples can be expected to live 40 more years. Many if not most of today’s fundraisers will not see the impact of Baby Boomers on bequest income during the remainder of their careers. For now, the bulk of the Baby Boom Generation are still in their prime earning - and giving - years while planning for what may be a lengthy retirement. Others may already be retired while also assisting children and aging parents. Learn from a series of actual case studies how the creative use of gift planning vehicles can result in significant gifts from Boomers to be received during a practical period of time.

Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →

1:30pm

Many organizations already have significant numbers of persons who have indicated they have included a gift as part of their estate plans. Is that the final chapter in a well stewarded donor relationship? Not necessarily. This session will explore a variety of methods to help donors “accelerate” bequests in ways that produce more predictable current and future income while also helping donors meet personal financial goals.

Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →

4:15pm

As development officers, we are in the business of asking donors for financial support. Ideally, the asking is done by the right person, at the right time, and for the right campaign. Niche fundraisers have specific responsibilities they are charged with and are often reluctant to deviate from these main duties. Sometimes asking for major and planned gifts simultaneously is in the best short and long-term interests of both the organization and the donor(s).

The fundraising industry has become more open to blended gifts, but there are still many more opportunities to help donors create their legacies by utilizing both avenues of giving. During our interactive presentation, we will explore how to recognize opportunities to create blended gifts, how to ask for them and examine some important case studies that can guide us moving forward.

Outcomes:

Learn how to combine planned and major gifts for your organization using affinity interviews and donor gift proposals.

Explore some of the ways blended gifts support near term and future benefits for charitable recipients, while ensuring the personal long-term financial security of a donor and/or loved ones.

Director of Major Gifts and Planned Giving, St. Paul's Senior Services

Liam Dunfey has devoted his professional life to advancing philanthropy in the organizations he’s served. For the past eight years, Liam has worked at St. Paul’s Senior Services, a leader in senior care in San Diego. He’s the current Director of Major Gifts and Planned Giving... Read More →

10:45am

Many charities run successful charitable gift annuity programs that are invested appropriately, administered smoothly, and in compliance with Federal and State regulations. Join us for a panel discussion with individuals responsible for the marketing, execution, administration and stewardship of charitable gift annuities at their charitable organizations. We will look at some of the biggest mistakes charities make and how appropriate policies can be designed to limit problems. In addition we will explore the critical elements of a solid and successful charitable gift annuity program.

Angela Kwasinski is Director of Donor Relations for the Passionists of Holy Cross Province headquartered in Park Ridge, IL. Angela manages an active, nation-wide, donor portfolio and travel schedule, while leading comprehensive programs targeting major and planned gifts. She has... Read More →

Pam Milczarski-Godsell brings over 20 years of fundraising experience to the table. For the past 18 years she has held the key role in Planned Giving/Mission Advancement for the Priests of the Sacred Heart, an international order of priests. Pam’s experience and expertise is... Read More →

Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →